Core Viewpoint - The competition between Xiaomi and Gree in the air conditioning market has intensified, with both companies disputing sales rankings and market shares [2][8]. Group 1: Sales Data and Market Share - According to data from AVC, as of July 2025, Xiaomi's online market share for air conditioners reached 16.71%, a year-on-year increase of 2.83%, while Gree's market share was 15.22%, reflecting a decline of 1.1% [6]. - As of August 17, 2025, Gree maintained a higher online market share at 17.71% compared to Xiaomi's 15.77% [8]. - In terms of sales revenue, Gree's online sales revenue share was 23.35%, significantly higher than Xiaomi's 14.82% [8]. Group 2: Industry Insights and Strategies - Industry experts suggest that sales data should be evaluated over a longer period and across all channels, not just online sales [9]. - Gree's offline market share for sales revenue was 29.42%, while Xiaomi's was only 0.26%, indicating a substantial gap [9]. - Gree is responding to competition by launching new AI-powered air conditioning products and adjusting supply prices to retailers, with some mid-range products seeing a price reduction of about 10% [10]. Group 3: Future Plans and Market Positioning - Xiaomi plans to expand its air conditioning production capacity, with a new factory in Wuhan expected to produce 3 million units annually by 2026, aiming for a revenue target of 10 billion yuan by 2030 [9]. - In the second quarter, Xiaomi's air conditioner shipments exceeded 5.4 million units, with a year-on-year growth rate of over 60% [10].

Core Viewpoint - The competition between Xiaomi and Gree regarding air conditioner sales rankings has intensified, with both companies exchanging public statements and data claims [2][8]. Market Performance - According to data from AVC, as of July 2025, Xiaomi's online market share for air conditioners reached 16.71%, a year-on-year increase of 2.83%, while Gree's market share was 15.22%, reflecting a decline of 1.1% [6]. - In contrast, as of August 17, 2025, Gree's online market share was reported at 17.71%, while Xiaomi's was 15.77%, indicating that Gree still leads in the online market [8]. - When considering sales revenue, Gree's share was 23.35%, significantly higher than Xiaomi's 14.82% [8]. Industry Insights - Industry experts suggest that sales comparisons should not be limited to short-term data but should consider annual performance and all distribution channels [10]. - In the offline market, Gree's sales revenue share was 29.42%, while Xiaomi's was only 0.26%, highlighting a substantial gap [10]. Strategic Responses - In response to competition, Gree has introduced new air conditioning products featuring AI dynamic energy-saving chips and has adjusted supply prices down by approximately 10% for some mid-range models [11]. - Xiaomi is expanding its air conditioning business, with plans to produce 3 million units annually by 2026 and aims for a revenue target of 10 billion yuan by 2030 [10].

Core Viewpoint - The competition in the air conditioning industry is not only about short-term sales but also about long-term quality and technological advancements [1] Group 1: Market Competition - Gree Electric's market director publicly invited Xiaomi to join a ten-year free repair program, highlighting ongoing disputes over sales data [3] - According to data from AVC, Xiaomi's online air conditioner sales surpassed Gree's in July, with market shares of 16.71% for Xiaomi (up 2.83% year-on-year) and 15.22% for Gree (down 1.1% year-on-year) [3] - Gree's online market share was reported at 17.65% in July, placing it second behind Midea, while Xiaomi was third with 15.73% [4] Group 2: Data Discrepancies - Industry insiders suggest discrepancies in data may arise from changes in statistical methods by AVC, raising questions about the reliability of these figures [5] - As of August 17, Gree's online market share was 17.71% and Xiaomi's was 15.77%, with Gree also leading in sales revenue at 23.35% compared to Xiaomi's 14.82% [5][6] Group 3: Long-term Strategy - Industry experts emphasize that competition should not focus solely on short-term sales but should consider long-term quality and market positioning [6] - Gree is responding to competition by launching AI-powered air conditioning products and reducing prices for mid-range models to enhance market competitiveness [7] - Xiaomi plans to increase its air conditioning production capacity significantly, aiming for an annual output of 3 million units by 2026 and a revenue target of 10 billion yuan by 2030 [6]